It is now two years since new pension transfer regulations were brought in to help the fight against fraudsters. The new rules give pension scheme trustees the power to stop transfers if they think the member is at risk of being scammed.
Small Self-Administered Schemes – SSASs – are the original self-invested pension. The first schemes written will be approaching the big 50 in the next couple of years. They have almost two decades on the new kid on the block that is SIPP.
In his latest column for SIPPs Professional, SSAS expert Martin Tilley rebuffs the idea that a proposed increase to the DWP levy may kill off the SSAS market.
In a new monthly column for SIPPs Professional, SIPP expert James Jones-Tinsley reviews the latest changes in the pension transfer market.
This month's Martin Tilley Column is written by colleague Alan Godbeer as Martin is taking a short break.
The consultation on the draft legislation for the removal of the lifetime allowance (LTA) has now closed. The industry has given its views and now we have to wait and see what changes – if any – are made to the clauses published so far.
The removal of the lifetime allowance in the Budget was certainly an attention-grabbing headline.
In his latest column for SIPPs Professional, SSAS and SIPP expert Martin Tilley, WBR Group's chief operations officer, looks at why it's important to educate trustees.
We have heard a lot about vulnerable customers recently. Even before the Consumer Duty came along it was a big area of focus for the FCA and now we all have added responsibility under the duty.
In his latest column for SIPPs Professional, SSAS and SIPP expert Martin Tilley, WBR Group's chief operations officer, looks at SSAS loan backs.